See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,956 | $42,894-74.5% | $60,874-82.0% | $68,494-84.0% |
| Participation rate | 61.1% | 66.8%-5.7pp | 73.1%-12.0pp | 67.9%-6.8pp |
| Annual return | -14.77% | -13.98%-0.8pp | 16.90%-31.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $816 | $1,978-58.8% | $2,701-69.8% | $2,596-68.6% |
| Participant deferral / active EE | $1,234 | $2,867-57.0% | $3,817-67.7% | $4,027-69.4% |
| Admin fee / account holder | $400 | $3,101-87.1% | $3,224-87.6% | $5,403-92.6% |